1. Click on Settings in the sidebar

  2. Click on the

    to create a new task type

  3. Create a name for the task type (up to 30 characters).

    Screen_Shot_2020-07-01_at_16.51.55.png
  4. Some examples of task types:

  1. Renew memberships

  2. Sales call

  3. Send monthly newsletter

  4. Update class schedule

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